Initially configure access rights

After Visma.net ERP is installed, you create user roles (see: About role-based access) to provide users with access to the system objects according to their responsibilities.
By default, each user role has the access level specified as Not set (see About levels of access rights) to all workspaces and windows. Initially, this means that all users can view and use all system objects.
You need to configure access rights to these system objects so that users can use only forms they need in their work.

Important: The Not set access level indicates that all roles have access to the workspace until Revoked or Granted access rights are set to the workspace for at least one role.
All roles with the Not set level are then denied access to the workspace.

This topic describes how you set the same access rights level for user roles to multiple system objects at once during the initial setup of Visma.net ERP in the Access rights by window (SM65170S) window.

Before you proceed

You need to create the necessary user roles in the User roles (SM201005) window before configuring roles' access levels to system objects.

Set the same access rights level to multiple system objects at once

  1. Go to the window Access rights by window (SM65170S).
  2. In the System tree, click the name of the workspace to which you want to set up access rights.
  3. In the right pane, select the required access rights level for all necessary user roles.
  4. Select the Applies to children check box.
    After this the access level to all windows within the workspace selected in Step 2 or all windows within the workspace selected in Step 2 will be automatically changed.
  5. Click .
  6. Repeat Steps 2–5 for each workspace to which you need to configure access rights.